'Tis the season for financial advisers to guide their clients to consider ways to reduce taxable impacts for 2023. As a part of this process, you may be presented several tax-wise charitable opportunities. Deciding between stock gifts, donor advised funds and IRA rollovers can be unnecessarily confusing. Especially when all you really want is to find a way to make the greatest impact with your gift.
So, how do you maximize your giving impact, while still protecting your financial future?
Selecting the best asset to give from is a great place to start. Selecting a charity that will efficiently put your dollars to work is an equally important next step. When you consider Rotary as a beneficiary of your generosity you can rest assured knowing that The Rotary Foundation recently received the highest rating from Charity Navigator for the 15th consecutive year. And because Rotarians like you design projects funded through Rotary Foundation dollars, your contributions can support the causes that matter most to you.
This information was provided by Laura Mello, Major Gifts Officer of The Rotary Foundation. If you want to learn more about Donor Advised Funds or Gifts from an IRA, CLICK HERE to send Laura an email. Please provide your contact information.